Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 330 loaded

#		Instrument	quantity
1	D.A. DAVIDSON & CO.	Shares	1.3MSH	$283.5M
2	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	877.0KSH	$194.0M
3	STEPHENS GROUP ASSET MANAGEMENT, LLC	Shares	233.9KSH	$51.7M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	176.9KSH	$38.9M
5	Waldron Private Wealth LLC	Shares	162.8KSH	$36.0M
6	JOHNSON INVESTMENT COUNSEL INC	Shares	132.0KSH	$29.2M
7	COURIER CAPITAL LLC	Shares	130.3KSH	$28.8M
8	ASPIRIANT, LLC	Shares	79.4KSH	$17.6M
9	Hillcrest Wealth Advisors - NY, LLC	Shares	70.0KSH	$15.5M
10	SONATA CAPITAL GROUP INC	Shares	60.5KSH	$13.4M
11	HARBOR INVESTMENT ADVISORY, LLC	Shares	60.1KSH	$13.3M
12	FIRST HORIZON CORP	Shares	57.9KSH	$12.8M
13	Marion Wealth Management	Shares	51.5KSH	$11.4M
14	RTD Financial Advisors, Inc.	Shares	49.5KSH	$10.9M
15	MONEYWISE, INC.	Shares	40.1KSH	$8.9M
16	Fortis Group Advisors, LLC	Shares	39.2KSH	$8.7M
17	Mirae Asset Global Investments Co., Ltd.	Shares	39.1KSH	$8.6M
18	United Asset Strategies, Inc.	Shares	38.5KSH	$8.5M
19	LWM ADVISORS INC	Shares	38.5KSH	$8.5M
20	OFS Enterprise LLC	Shares	37.8KSH	$8.4M
21	Brookstone Capital Management	Shares	35.6KSH	$7.9M
22	TITLEIST ASSET MANAGEMENT, LLC	Shares	33.9KSH	$7.5M
23	XML Financial, LLC	Shares	32.4KSH	$7.2M
24	INSTRUMENTAL WEALTH, LLC	Shares	30.4KSH	$6.7M
25	Mullaney, Keating & Wright, Inc.	Shares	29.5KSH	$6.5M
26	Financial Synergies Wealth Advisors, Inc.	Shares	28.6KSH	$6.3M
27	InvesTrust	Shares	28.2KSH	$6.2M
28	FELL CAPITAL MANAGEMENT /ADV	Shares	27.2KSH	$6.0M
29	CITY HOLDING CO	Shares	22.4KSH	$5.0M
30	Farther Finance Advisors, LLC	Shares	21.5KSH	$4.8M
31	NORTHWEST WEALTH MANAGEMENT, LLC	Shares	20.7KSH	$4.6M
32	Atlas Brown,Inc.	Shares	20.1KSH	$4.4M
33	Merit Financial Group, LLC	Shares	19.1KSH	$4.2M
34	Foundation Wealth Management, LLC\PA	Shares	18.2KSH	$4.0M
35	Prosperity Planning, Inc.	Shares	17.9KSH	$4.0M
36	GHP Investment Advisors, Inc.	Shares	16.9KSH	$3.7M
37	TICINO WEALTH	Shares	15.9KSH	$3.5M
38	Finley Financial, LLC	Shares	15.5KSH	$3.4M
39	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	15.4KSH	$3.4M
40	Wealth Architects, LLC	Shares	14.9KSH	$3.3M
41	Sequoia Financial Advisors, LLC	Shares	14.3KSH	$3.2M
42	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	14.2KSH	$3.1M
43	Brady Martz Wealth Solutions, LLC	Shares	13.5KSH	$3.0M
44	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	13.2KSH	$2.9M
45	Allegheny Financial Group	Shares	12.7KSH	$2.8M
46	Penobscot Investment Management Company, Inc.	Shares	12.3KSH	$2.7M
47	J2 Capital Management Inc	Shares	12.3KSH	$2.7M
48	Towerpoint Wealth, LLC	Shares	12.1KSH	$2.7M
49	MB, LEVIS & ASSOCIATES, LLC	Shares	11.9KSH	$2.6M
50	FIFTH THIRD SECURITIES, INC.	Shares	11.9KSH	$2.6M

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Manager changes2026-06-30 vs 2026-03-31

50 / 342 loaded

#		Instrument
1	D.A. DAVIDSON & CO. added	Shares	+8.0K	+$42.0M	$283.5M
2	STEPHENS GROUP ASSET MANAGEMENT, LLC trimmed	Shares	-3.7K	+$6.7M	$51.7M
3	Waldron Private Wealth LLC trimmed	Shares	-3.9K	+$4.4M	$36.0M
4	Onyx Bridge Wealth Group LLC new	Shares	+11.7K	+$2.6M	$2.6M
5	ASPIRIANT, LLC trimmed	Shares	-464	+$2.4M	$17.6M
6	Hillcrest Wealth Advisors - NY, LLC trimmed	Shares	-558	+$2.1M	$15.5M
7	JOHNSON INVESTMENT COUNSEL INC trimmed	Shares	-11.2K	+$2.0M	$29.2M
8	Brookstone Capital Management added	Shares	+4.8K	+$2.0M	$7.9M
9	MONEYWISE, INC. added	Shares	+4.0K	+$2.0M	$8.9M
10	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+20	+$1.9M	$13.3M
11	SONATA CAPITAL GROUP INC trimmed	Shares	-444	+$1.8M	$13.4M
12	FIRST HORIZON CORP trimmed	Shares	-527	+$1.7M	$12.8M
13	SAX WEALTH ADVISORS, LLC added	Shares	+8.4K	+$1.6M	$2.2M
14	Marion Wealth Management trimmed	Shares	-569	+$1.5M	$11.4M
15	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+2.0K	+$1.4M	$7.5M
16	INSTRUMENTAL WEALTH, LLC added	Shares	+1.6K	+$1.3M	$6.7M
17	Bright Futures Wealth Management, LLC. new	Shares	+5.5K	+$1.2M	$1.2M
18	United Asset Strategies, Inc. trimmed	Shares	-155	+$1.2M	$8.5M
19	LWM ADVISORS INC trimmed	Shares	-281	+$1.2M	$8.5M
20	FELL CAPITAL MANAGEMENT /ADV added	Shares	+1.5K	+$1.1M	$6.0M
21	OFS Enterprise LLC trimmed	Shares	-459	+$1.1M	$8.4M
22	XML Financial, LLC added	Shares	+338	+$1.1M	$7.2M
23	J2 Capital Management Inc added	Shares	+3.1K	+$984.2K	$2.7M
24	Mullaney, Keating & Wright, Inc. trimmed	Shares	-35	+$925.3K	$6.5M
25	InvesTrust trimmed	Shares	-23	+$886.4K	$6.2M
26	Farther Finance Advisors, LLC added	Shares	+1.2K	+$882.1K	$4.8M
27	Financial Synergies Wealth Advisors, Inc. trimmed	Shares	-130	+$877.9K	$6.3M
28	RTD Financial Advisors, Inc. trimmed	Shares	-3.8K	+$847.2K	$10.9M
29	IFP Advisors, Inc added	Shares	+2.8K	+$795.6K	$1.9M
30	CITY HOLDING CO added	Shares	+75	+$723.7K	$5.0M
31	Accurate Wealth Management, LLC new	Shares	+3.0K	+$668.7K	$668.7K
32	NORTHWEST WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$653.6K	$4.6M
33	Atlas Brown,Inc. trimmed	Shares	-2	+$634.4K	$4.4M
34	Merit Financial Group, LLC trimmed	Shares	-63	+$590.5K	$4.2M
35	GHP Investment Advisors, Inc. added	Shares	+79	+$550.6K	$3.7M
36	Foundation Wealth Management, LLC\PA trimmed	Shares	-156	+$546.1K	$4.0M
37	Fortis Group Advisors, LLC trimmed	Shares	-17	+$523.2K	$8.7M
38	Finley Financial, LLC unchanged	Shares	0	+$491.2K	$3.4M
39	Prosperity Planning, Inc. trimmed	Shares	-476	+$477.0K	$4.0M
40	TICINO WEALTH added	Shares	+2.3K	+$473.9K	$3.5M
41	Wealth Architects, LLC unchanged	Shares	0	+$470.7K	$3.3M
42	J.W. COLE ADVISORS, INC. new	Shares	+2.0K	+$450.3K	$450.3K
43	Sequoia Financial Advisors, LLC trimmed	Shares	-39	+$444.4K	$3.2M
44	Murphy, Middleton, Hinkle & Parker, Inc. added	Shares	+475	+$439.3K	$2.4M
45	Brady Martz Wealth Solutions, LLC added	Shares	+39	+$435.5K	$3.0M
46	GRIMES & Co WEALTH MANAGEMENT, LLC added	Shares	+28	+$423.6K	$2.9M
47	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-4.3K	+$420.7K	$8.6M
48	Allegheny Financial Group added	Shares	+87	+$419.3K	$2.8M
49	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed	Shares	-424	+$406.6K	$3.4M
50	Wealth Advisory Solutions, LLC added	Shares	+346	+$404.2K	$2.4M

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